Truvestments Capital LLC More: the full row for Truvestments Capital LLC 1,410 $227K 0.04% +1,363 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 1,408 $227K 0.04% +42 13F-HR Timeline PICKERING ENERGY PARTNERS LP More: the full row for PICKERING ENERGY PARTNERS LP 1,400 $226K 0.88% -1,400 13F-HR Timeline Slocum, Gordon & Co LLP More: the full row for Slocum, Gordon & Co LLP 1,400 $226K 0.16% 0 13F-HR Timeline Cooper Capital Advisors LLC More: the full row for Cooper Capital Advisors LLC 1,393 $225K 0.14% 0 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 1,385 $223K 0.01% +30 13F-HR Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 1,376 $222K 0.07% 0 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 1,365 $220K 0.07% +61 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 1,362 $220K 0.09% +30 13F-HR Timeline Group Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 1,359 $219K 0.05% -68 13F-HR Timeline WT Wealth Management More: the full row for WT Wealth Management 1,359 $219K 0.06% +325 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 1,354 $219K 0.01% -126 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 1,348 $217K -510 Timeline Cooper Financial Group More: the full row for Cooper Financial Group 1,345 $217K 0.02% -484 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 1,342 $217K 0.04% -731 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 1,334 $215K 0.01% new 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 1,331 $215K <0.01% -3,903 13F-HR Timeline Group Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 1,331 $215K 0.01% +301 13F-HR Timeline KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 1,326 $214K 0.05% new 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 1,320 $213K 0.04% -65 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 1,302 $210K 0.01% +1 13F-HR Timeline WASHINGTON CAPITAL MANAGEMENT, INC More: the full row for WASHINGTON CAPITAL MANAGEMENT, INC 1,300 $210K 0.17% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,300 $210K 0.01% -314 13F-HR Timeline Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 1,300 $210K 0.13% +50 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 1,299 $210K 0.01% +15 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 1,294 $209K 0.01% -213 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 1,293 $209K <0.01% +82 13F-HR Timeline Group Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 1,280 $207K 0.01% +101 13F-HR Timeline Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 1,278 $206K 0.06% -817 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 1,265 $206K <0.01% new 13F-HR Timeline REDW Wealth LLC More: the full row for REDW Wealth LLC 1,266 $204K 0.08% +21 13F-HR Timeline GKV Capital Management Co., Inc. More: the full row for GKV Capital Management Co., Inc. 1,260 $203K 0.08% +20 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 1,251 $202K 0.02% -68 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 1,250 $202K 0.01% +334 13F-HR Timeline Group Semus Wealth Partners LLC More: the full row for Semus Wealth Partners LLC 1,249 $202K 0.11% 0 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 1,198 $201K 0.05% new 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 1,241 $200K 0.07% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 1,240 $200K 0.01% +998 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,237 $200K <0.01% +429 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,226 $198K <0.01% +90 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 1,188 $192K 0.03% +988 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 1,188 $192K 0.03% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,082 $183K <0.01% -112 13F-HR Timeline Amplify Investments, LLC More: the full row for Amplify Investments, LLC 1,139 $182K 4.2% +201 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 1,118 $180K 0.05% +40 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,049 $175K 0.01% +338 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,079 $174K 0.09% 0 13F-HR Timeline DV EQUITIES, LLC More: the full row for DV EQUITIES, LLC 1,042 $168K 0.03% 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 1,028 $166K 0.14% -77,968 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 1,026 $166K 0.07% +234 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 973 $165K <0.01% +50 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 1,009 $163K 0.05% -47 13F-HR Timeline BOCHK Asset Management Ltd More: the full row for BOCHK Asset Management Ltd 1,000 $161K 0.04% -6,405 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 984 $159K 0.04% +974 13F-HR/A Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 951 $153K 0.01% -8,570 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 944 $152K <0.01% +123 13F-HR Timeline Group N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 912 $147K 0.01% +91 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 879 $142K 0.08% 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 871 $141K <0.01% +355 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 869 $140K 0.09% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 862 $139K <0.01% -39 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 854 $138K 0.09% 0 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 823 $133K <0.01% -499 13F-HR Timeline Group FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 816 $132K 0.01% -50 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 797 $129K 0.01% +144 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 774 $125K 0.05% -12 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 771 $124K 0.02% -120 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 767 $124K 0.03% 13F-HR Timeline Greenline Wealth Management LLC More: the full row for Greenline Wealth Management LLC 737 $119K 0.12% 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 719 $116K 0.01% -47 13F-HR Timeline Hyposwiss Advisors SA More: the full row for Hyposwiss Advisors SA 700 $113K 0.11% 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 698 $113K 0.06% +196 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 693 $112K <0.01% new 13F-HR Timeline Quarry LP More: the full row for Quarry LP 673 $109K 0.02% -1,943 13F-HR Timeline Avanza Fonder AB More: the full row for Avanza Fonder AB 673 $109K <0.01% new 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 669 $108K 0.01% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 666 $107K <0.01% -32 13F-HR Timeline Group Brookfield Corp /ON/ in group Brookfield Corp /ON/ More: the full row for Brookfield Corp /ON/ 624 $101K <0.01% new 13F-HR Timeline Group Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 572 $92.3K 0 Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 567 $91.5K 0.02% +489 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 566 $91.3K <0.01% -70 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 550 $90.3K <0.01% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 560 $90.3K 0.03% -654 13F-HR Timeline Garner Asset Management Corp More: the full row for Garner Asset Management Corp 529 $85.3K 0.03% new 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 520 $83.9K 0.01% +165 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 506 $81.6K 0.01% +6 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 505 $81.5K <0.01% new 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 505 $81.5K 0.01% new 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 490 $79.1K 0.05% new 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 473 $76.3K 0.01% -76 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 472 $76.1K 0.02% -687 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 460 $74.2K 0.01% 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 431 $69.5K <0.01% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 431 $69.5K 0.03% 0 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 426 $69K <0.01% -2,174 13F-HR Timeline Group AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 427 $68.9K 0.04% +381 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 421 $67.9K <0.01% -893 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 404 $65.2K 0.02% +393 13F-HR Timeline Group Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 394 $63.6K 0.01% -2 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 384 $62K <0.01% -129 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 380 $61.3K <0.01% -219 13F-HR Timeline Essential Investment Partners LLC More: the full row for Essential Investment Partners LLC 380 $61.3K 0.06% 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 375 $60.5K 0.02% -75 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 372 $60K 0.01% -38 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 369 $59.5K 0.02% new 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 365 $58.9K 0.01% +65 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 362 $58.4K <0.01% -32 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 351 $56.6K 0.01% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 345 $55.7K 0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 339 $54.7K 0.01% -392 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 332 $53.6K 0.04% -152 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 309 $49.9K 0.02% +300 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 300 $48.4K <0.01% -9 13F-HR Timeline SFAM, LLC More: the full row for SFAM, LLC 285 $46K 0.04% 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 272 $43.9K 0.01% 13F-HR Timeline Pilgrim Partners Asia Pte Ltd More: the full row for Pilgrim Partners Asia Pte Ltd 260 $41.9K 0.02% new 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 254 $41K <0.01% 0 13F-HR Timeline Group Founders Capital Management More: the full row for Founders Capital Management 250 $40.3K 0.02% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 249 $40.2K <0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 243 $39.2K <0.01% -121 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 239 $38.6K <0.01% 0 13F-HR Timeline IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA… More: the full row for IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 534 $38.2K 0.05% -700 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 234 $37.8K <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 221 $36K <0.01% -42 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 215 $35K <0.01% +92 13F-HR Timeline IFC & Insurance Marketing, Inc. More: the full row for IFC & Insurance Marketing, Inc. 214 $35K 0.03% 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 216 $34.8K 0.01% +13 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 213 $34.4K 0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 206 $33.2K <0.01% +8 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 205 $33.1K 0.02% 13F-HR/A Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 200 $32.3K 0.01% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 193 $31.2K 0.01% new 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 184 $29.7K <0.01% new 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 176 $28.4K <0.01% 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 174 $28.1K 0.01% -20 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 171 $27.6K 0.02% 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 169 $27.3K <0.01% -5 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 170 $27K <0.01% -1,325 13F-HR Timeline Group TD Capital Management LLC More: the full row for TD Capital Management LLC 159 $25.7K <0.01% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 155 $25K 0.01% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 158 $25K <0.01% 0 13F-HR/A Timeline Group FIDEURAM - INTESA SANPAOLO PRIVATE BANK… More: the full row for FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. 153 $24.7K <0.01% 13F-HR/A Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 150 $24.2K 0.01% 0 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 149 $24K 0.01% 0 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 143 $23.1K 0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 140 $22.6K 0.01% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 134 $22.1K <0.01% +20 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 137 $22K <0.01% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 135 $21.8K 0.01% -51 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 130 $21K 0.01% +106 13F-HR Timeline Group Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 128 $20.6K 0.02% +64 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 124 $20K <0.01% -3,527 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 100 $19.6K 0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 121 $19K <0.01% +36 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 114 $18.4K <0.01% -8 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 111 $17.9K <0.01% -17 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 110 $17.7K <0.01% -5 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 109 $17.6K 0.01% +77 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 102 $16.5K <0.01% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 102 $16.5K 0.01% +73 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 828 $16.5K <0.01% 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 100 $16.1K 0.01% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 100 $16.1K <0.01% 0 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 95 $15.3K <0.01% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 93 $15K <0.01% -2 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 90 $14.5K <0.01% new 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 88 $14.2K 0.01% +27 13F-HR Timeline Intesa Sanpaolo Wealth Management in group Intesa Sanpaolo S.p.A. More: the full row for Intesa Sanpaolo Wealth Management 88 $14.2K <0.01% 13F-HR Timeline Group Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 84 $14K <0.01% -578 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 86 $13.9K 0.01% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 83 $13.4K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 81 $13.1K <0.01% -3 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 79 $12.7K <0.01% +75 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 78 $12.6K 0.01% 0 13F-HR Timeline NCP Inc. More: the full row for NCP Inc. 70 $11.3K 0.01% new 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 69 $11.1K 0.01% 0 13F-HR Timeline NorthAvenue LLC More: the full row for NorthAvenue LLC 65 $10.5K 0.01% 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 61 $9.9K <0.01% -2 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 61 $9.84K <0.01% new 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 60 $9.68K <0.01% -4,749 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 60 $9.68K 0.01% 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 60 $9.68K <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 59 $9.52K 0.01% -45 13F-HR Timeline Davidson Capital Management Inc. More: the full row for Davidson Capital Management Inc. 57 $9.2K <0.01% new 13F-HR Timeline T. Rowe Price Investment Management, In… More: the full row for T. Rowe Price Investment Management, Inc. 51 $9K <0.01% 0 13F-HR/A Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 55 $8.87K <0.01% -2,042 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 64 $8.82K 0.05% +37 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 54 $8.74K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 53 $8.55K <0.01% +10 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 53 $8.55K <0.01% 0 13F-HR Timeline Group Sachetta, LLC More: the full row for Sachetta, LLC 52 $8.39K <0.01% -13 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 50 $8.08K <0.01% new 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 54 $8K <0.01% -26 13F-HR Timeline Three Bearings Fiduciary Advisors, Inc. More: the full row for Three Bearings Fiduciary Advisors, Inc. 50 $7.92K 0.01% 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 49 $7.91K <0.01% 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 48 $7.74K <0.01% +2 13F-HR Timeline Group EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 48 $7.74K <0.01% new 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 48 $7.74K <0.01% -44 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 48 $7.74K 0.01% 0 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 47 $7.58K <0.01% 13F-HR Timeline